Srishti Agrawal
Bangalore
Summary
Enthusiastic and motivated BBA LLB student with hands-on internship experience in both wealth management and community engagement. Skilled in financial data management, client relations, and supporting project execution within nonprofit and corporate environments. Proven ability to handle diverse tasks from financial analysis to environmental advocacy with attention to detail and commitment to impact. Looking to leverage foundational knowledge in business and law along with real-world internship experience to contribute to dynamic, impact-driven teams.
Overview
2
2
years of professional experience
Work History
Intern
InvestAscent Wealth Advisors Private Limited
04.2024 - 06.2024
- Client Profiling & Advisory Support: Assisted in the analysis of client portfolios by supporting the research and analytics team. Helped assess client risk profiles, set investment objectives, and evaluate suitable financial products based on independent analysis, ensuring minimal advisor influence in goal-setting.
- Transaction Management & Data Recording: Maintained accurate records of daily mutual fund transactions (purchases, SIPs, redemptions, switches, etc.) using Excel, improving data accuracy by 20% through streamlined entry processes.
- Sales/Advisory Team Collaboration: Supported the advisory team by preparing and organizing key client information, assisting in the preparation of investment reports, and enhancing client communications.
Volunteer
Humilavu Kere Tharanga Trust
01.2022 - 03.2024
- Community Development & Engagement: Collaborated with local community members to support initiatives aimed at conserving Hulimavu Lake, participating in environmental awareness campaigns, clean-up drives, and educational outreach.
- Project Management Support: Assisted in planning and executing events focused on lake preservation, including coordinating volunteers, organizing resources, and helping to improve event turnout and impact.
- Awareness Campaigns: Developed materials and engaged with social media to enhance public awareness on environmental issues, contributing to a growth in local support for preservation activities.
Education
BBA LLB - Pursuing 2024 Batch -
O P Jindal Global University
Sonepat12th CBSE - Commerce
Christ Academy Junior College
Bengaluru, India03-2024
Skills
- Goal-oriented mindset
- Outstanding communication skills
- Research and analysis
- Initiative
Timeline
Intern
InvestAscent Wealth Advisors Private Limited
04.2024 - 06.2024
Volunteer
Humilavu Kere Tharanga Trust
01.2022 - 03.2024
BBA LLB - Pursuing 2024 Batch -
O P Jindal Global University
12th CBSE - Commerce
Christ Academy Junior College
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